Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.7B
AUM Growth
+$415M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,090
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$18M
3
+$14.1M
4
WW
WW International
WW
+$7.38M
5
MDT icon
Medtronic
MDT
+$6.49M

Top Sells

1
+$67.1M
2
+$36.5M
3
+$28.6M
4
AMZN icon
Amazon
AMZN
+$23.3M
5
MS icon
Morgan Stanley
MS
+$14.5M

Sector Composition

1 Technology 18.06%
2 Financials 14.15%
3 Healthcare 13.89%
4 Industrials 8.83%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.26M 0.02%
131,050
+500
602
$2.25M 0.02%
152,878
+78,769
603
$2.24M 0.02%
75,220
-1,000
604
$2.24M 0.02%
34,205
+5,471
605
$2.24M 0.02%
31,324
+1,222
606
$2.24M 0.02%
24,280
+300
607
$2.23M 0.02%
22,248
608
$2.21M 0.02%
138,835
+127,545
609
$2.21M 0.02%
29,795
610
$2.21M 0.02%
70,114
-3,400
611
$2.2M 0.02%
7,500
-1,700
612
$2.19M 0.02%
11,700
+150
613
$2.18M 0.02%
30,300
-200
614
$2.17M 0.02%
13,133
+1,965
615
$2.16M 0.02%
14,472
-8,906
616
$2.14M 0.02%
100,900
+419
617
$2.14M 0.02%
46,060
+3,500
618
$2.14M 0.02%
16,600
-3,000
619
$2.13M 0.02%
19,844
+13,579
620
$2.12M 0.02%
12,880
621
$2.12M 0.02%
28,300
622
$2.12M 0.02%
1,900
-800
623
$2.11M 0.02%
19,200
+500
624
$2.09M 0.02%
118,155
+3,100
625
$2.08M 0.02%
26,450
+4,500
23 24
25
26 27